Park Edge Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Park Edge Advisors, LLC
- $334 Million
- Q1 2024
A detailed history of Park Edge Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Park Edge Advisors, LLC holds 19,524 shares of SCHX stock, worth $1.27 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
19,524
Previous 24,579
20.57%
Holding current value
$1.27 Million
Previous $1.39 Million
12.63%
% of portfolio
0.36%
Previous 0.51%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,259Shares Held
426MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.36 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.28 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.85 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$827 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$685 Million24.51% of portfolio